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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,179 | $91,179-85.5% | $178,499-92.6% | $79,852-83.5% |
| Participation rate | 74.6% | 69.2%+5.4pp | 81.9%-7.4pp | 69.6%+4.9pp |
| Annual return | 19.59% | 24.19%-4.6pp | 151.10%-131.5pp | 31.72%-12.1pp |
| Employer contribution / active EE | $413 | $3,256-87.3% | $5,011-91.8% | $2,471-83.3% |
| Participant deferral / active EE | $1,154 | $3,236-64.3% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $744 | $6,749-89.0% | $13,986-94.7% | $5,306-86.0% |